The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Smartkarma Webinar | Trade Ideas in ASEAN
On 3 August 5pm SGT, join our Webinar with Analyst Henry Soediarko, who will go through his latest stock picks in the ASEAN region.
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Platinum (PLAT): The Shoppers Coming Back
The revenue has bounced in Q4 2021 YoY but still, at 50% level to pre COVID era coincides with the travel restriction easing. It shows that...
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IPO Stalker: DoHome Grows Profits Without Revenue Growth
We followed up with recent IPO DoHome, which seems underpriced and has slowly gained pace since the IPO, and also met with Platinum, the operator...
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S: Outshines Thai Property Peers on High Recurring Profit
We initiate coverage of S with a BUY rating, based on a target price of Bt4.2 derived from a sum-of-the-parts (SOTP) methodology and implying...
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